Merrill Lynch uses CRM to tailor service

Huber, Nick
April 2003
Computer Weekly;4/22/2003, p4
Trade Publication
Investment bank Merrill Lynch & Co. Inc. is to use customer relationship management software to offer corporate customers tailored investment information online as of April 22, 2003. Merrill Lynch will implement software from ATG later this year to improve services on its Benefits OnlineSM website for retirement plan sponsors, such as Coca-Cola and their employees. Mellon European Fund Services has streamlined its policy administration by using workflow and document management technology. Mellon, whose clients include Nationwide Building Society and internet bank Egg, is using software from Oceanus to distribute forms electronically to staff desktops.


Related Articles

  • Merrill's Old New Phones. Adams, John // Bank Technology News;Sep2003, Vol. 16 Issue 9, p48 

    Focuses on the use of the Internet telephony software from Avaya by the investment bank Merrill Lynch and Co. in the U.S. Software features; Benefits of the software for the bank; Advantages of using Internet telephony.

  • Babcock on song. James, David // BRW;5/15/2008, Vol. 30 Issue 19, p72 

    The article reports on Merrill Lynch's claim that Australian investment bank Babcock and Brown is being under-rated by the market. Merrill has estimated that Babcock is trading 28 percent below what it would be worth if it was broken up. The bank's tangible asset backing of $6.52 a share...

  • Wall St. firms increasingly tag Linux IT. Jain, Anita // Crain's New York Business;6/7/2004, Vol. 20 Issue 23, p3 

    A couple of years ago, economic pressures forced Wall Street, New York City-based firms to look for ways to cut their steep technology costs. Many chose to convert some of their applications to the cheaper Linux operating system, saving millions of dollars in hefty licensing fees and related...

  • BEST INVESTMENT BANKS 2007. Platt, Gordon // Global Finance;Jun2007, Vol. 21 Issue 6, p42 

    The article presents the 2007 best banks worldwide. Basing on considerations including market share, customer service and advice, deal-structuring capabilities, the best banks include Citi as best investment bank, Merrill Lynch & Co. Inc. as equity bank, and Bear Stearns Cos. Inc. as the most...

  • A Redo. Fugazy, Danielle // Mergers & Acquisitions: The Dealermaker's Journal;Nov2008, Vol. 43 Issue 11, p58 

    The article provides information on how the acquisition of Merrill Lynch by the Bank of America works. It states that Bank of America has proven both in acquiring and integrating its peers. However, the institution has yet to prove whether it can absorb an investment bank and contain the value...

  • Goldman, Merrill Retain Top Underwriting Spots Despite Banks' Challenge. Schmelkin, Alissa // American Banker;7/5/2001, Vol. 166 Issue 128, p2 

    Focuses on intensified competition between traditional investment banking companies and commercial banks for equity offering deals' underwriting in the United States. Continued dominance of Goldman Sachs & Co. and Merrill Lynch & Co.; Increase in proceeds from equity-related underwriting.

  • Merrill Real Estate Executive Departs.  // American Banker;9/19/2006, Vol. 171 Issue 180, p17 

    The article reports on the departure of Thomas Saylak as Merrill Lynch & Co. Inc.'s head of commercial real estate. He is part of the series of departures since the management shake-up at the New York firm's trading and investment banking unit. Saylak was to stay at the firm and run commercial...

  • SECTORS.  // Global Finance;Jun2006, Vol. 20 Issue 6, p52 

    The article presents a corporate profile for several investment banks from various sectors. Goldman Sachs & Co. represented U.S. food-store chain, Albertsons Corp., on its $9.8 billion sale in January to grocer SuperValu Inc. Merrill Lynch & Co. Inc. advised Banca Nazionale del Lavoro SpA on a...

  • Carver of N.Y. Starts Venture with Merrill.  // American Banker;3/19/2007, Vol. 172 Issue 53, p4 

    The article reports that Carver Bancorp Inc. Of New York has agreed to offer investment services through Merrill Lynch & Co. Inc. In two of its branches. Carver, the U.S.'s largest African-American-owned banking company, says that Merrill Lynch advisors will work in booths at the two branches....


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics